Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
428
+ 1.63%
$357.4 - $423.42 $153K - $181K
26.7K $10.8M
XOM
Exxon Mobil Corp

Energy
5.95K
+ 5.73%
$105.83 - $117.22 $629K - $697K
110K $12.4M
HOUS
Anywhere Real Estate Inc.

Real Estate
109K
New
$3.64 - $10.94 $397K - $1.19M
109K $1.15M
AIQ
Global X Funds Global X Artifi

ETFs
22.3K
+ 295.79%
$43.2 - $49.66 $964K - $1.11M
29.9K $1.48M
FISV
Fiserv Inc

Technology
8.83K
+ 129.25%
N/A
15.7K $1.96M
JPIB
Jpmorgan International Bond Op

ETFs
22.5K
New
$48.32 - $49.13 $1.09M - $1.11M
22.5K $1.11M
QBTS
D Wave Quantum Inc.

Technology
43.3K
New
$14.81 - $27.72 $641K - $1.2M
43.3K $1.07M
AVUV
American Centy ETF Tr Avantis

ETFs
4.54K
+ 6.34%
$90.37 - $102.12 $411K - $464K
76.2K $7.59M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.99K
+ 7.15%
$225.11 - $247.9 $449K - $494K
29.9K $7.38M
XLF
Financial Sector Spdr

ETFs
15K
+ 9.73%
$51.37 - $54.25 $771K - $815K
169K $9.12M
CGGO
Capital Group Global Growth Eq

ETFs
18.2K
+ 10.07%
$31.71 - $34.17 $577K - $622K
199K $6.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.11K
+ 0.85%
$27.61 - $29.15 $141K - $149K
606K $17.7M
LMT
Lockheed Martin Corp

Industrials
1.13K
+ 9.17%
$410.74 - $499.21 $463K - $563K
13.4K $6.7M
O
Realty Income Corp

Real Estate
12.5K
+ 16.17%
$56.13 - $60.79 $702K - $761K
89.9K $5.47M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36.2K
+ 5.59%
$22.9 - $23.58 $828K - $853K
683K $16M
VO
Vanguard Mid Cap ETF

ETFs
2.26K
+ 9.87%
$279.83 - $293.74 $632K - $664K
25.2K $7.39M
MO
Altria Group, Inc.

Consumer Defensive
2.23K
+ 1.99%
$57.75 - $67.68 $129K - $151K
114K $7.56M
RDVY
First Trust Rising Dividend Ac

ETFs
10K
+ 16.01%
$62.38 - $67.29 $626K - $676K
72.8K $4.89M
LYFT
Lyft, Inc.

Technology
42.9K
New
$13.41 - $22.93 $576K - $984K
42.9K $944K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.23K
+ 7.73%
$97.75 - $100.75 $804K - $829K
115K $11.5M
SNX
Td Synnex Corp

Technology
5.61K
New
$135.82 - $166.01 $762K - $931K
5.61K $918K
MYRG
Myr Group Inc.

Industrials
4.41K
New
$173.81 - $208.03 $767K - $918K
4.41K $918K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.83K
+ 10.0%
$30.06 - $36.69 $265K - $324K
97.1K $3.56M
BWA
Borgwarner Inc

Consumer Cyclical
20.6K
New
$34.53 - $44.44 $711K - $915K
20.6K $905K
CB
Chubb LTD

Financial Services
3.27K
+ 109.77%
$265.99 - $289.59 $869K - $946K
6.25K $1.76M
NEM
Newmont Corp

Basic Materials
4.52K
+ 22.86%
$57.35 - $85.25 $259K - $385K
24.3K $2.05M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
123
+ 0.57%
$393.18 - $439.39 $48.4K - $54K
21.7K $9.46M
GS
Goldman Sachs Group Inc

Financial Services
190
+ 2.29%
$696.56 - $806.32 $132K - $153K
8.5K $6.77M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
6.4K
+ 8.13%
$116.43 - $123.68 $746K - $792K
85.2K $10.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.4K
+ 5.28%
$45.6 - $46.92 $701K - $721K
307K $14.3M
VOTE
Engine No 1 ETF Tr

ETFs
1.61K
+ 1.3%
$72.69 - $78.67 $117K - $127K
126K $9.88M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.35K
+ 20.97%
$81.75 - $84.54 $765K - $791K
54K $4.54M
VB
Vanguard Small Cap ETF

ETFs
945
+ 2.77%
$237.58 - $259.17 $225K - $245K
35.1K $8.92M
BOCT
Innovator U.S. Equity Buffer E

ETFs
16.9K
New
$45.37 - $48.42 $767K - $818K
16.9K $818K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.81K
+ 4.34%
$62.09 - $66.51 $361K - $386K
140K $9.12M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.37K
+ 10.59%
$82.22 - $96.68 $277K - $326K
35.2K $3.41M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.01K
+ 3.99%
$39.8 - $42.86 $319K - $343K
209K $8.93M
IBHG
Ishares Tr Ibonds 2027 Term Hi
35.8K
+ 11.97%
$22.38 - $22.53 $802K - $807K
335K $7.54M
BMY
Bristol Myers Squibb CO

Healthcare
19.9K
+ 22.35%
$43.31 - $48.98 $861K - $974K
109K $4.91M
AON
Aon PLC

Financial Services
2.21K
+ 292.44%
$350.91 - $375.27 $774K - $827K
2.96K $1.06M
OSK
Oshkosh Corp

Industrials
6.07K
New
$118.16 - $143.44 $717K - $871K
6.07K $787K
PEG
Public Service Enterprise Group Inc

Utilities
9.4K
+ 249.71%
$79.99 - $90.14 $752K - $847K
13.2K $1.1M
SANM
Sanmina Corp

Technology
6.77K
New
$95.79 - $123.84 $648K - $838K
6.77K $779K
SAMT
Advisors Inn.Circle Fd Iii Str
19.4K
+ 117.32%
$33.7 - $37.35 $655K - $726K
36K $1.34M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
16.9K
+ 211.27%
$44.84 - $45.49 $757K - $768K
24.9K $1.13M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
30.6K
+ 11.27%
$23.09 - $23.43 $707K - $718K
303K $7.08M
HYLB
Xtrackers Usd High Yield Corp

ETFs
20.3K
New
$36.55 - $37.16 $741K - $753K
20.3K $752K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.7K
+ 6.01%
$50.53 - $50.82 $740K - $745K
259K $13.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
18.4K
New
$39.58 - $40.74 $729K - $750K
18.4K $747K
Activity Summary
Buys All Purchases 765 New Holdings 178 Increased Positions 587 Sells All Sells 446 Reductions 446 Sold out 0 Options Calls 0 Puts 0
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